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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,960 | $65,092-89.3% | $143,799-95.2% | $66,938-89.6% |
| Participation rate | 97.4% | 65.2%+32.2pp | 80.3%+17.1pp | 69.8%+27.6pp |
| Annual return | -13.43% | -11.14%-2.3pp | -0.04%-13.4pp | 1.58%-15.0pp |
| Employer contribution / active EE | $1,541 | $2,362-34.8% | $4,952-68.9% | $2,545-39.5% |
| Participant deferral / active EE | $1,731 | $2,920-40.7% | $5,638-69.3% | $4,238-59.1% |
| Admin fee / account holder | $5 | $502-99.0% | $14,677-100.0% | $594-99.2% |